Engagement
Analytics
Engagement
NEW! Enable Google Analytics Tracking in Online Scheduling Widgets
Engagement Online Scheduling widgets can now be tracked via Google Analytics. If you would like to track your widget using Google Analytics, during set up or editing of your widget, click on the checkbox to enable tracking and then enter your GA4 Measurement ID.
Update User Permissions by Location
Multi-location users in Engagement can now have their permissions set by location. For example:
Sally has access to 2 practices: Brilliant Smiles and Perfect Dental.
Sally needs admin access to the Brilliant Smiles dashboard. In Brilliant Smiles Settings, Sally's profile has been set as Admin.
To update Sally's access in Perfect Dental, we'll need to switch locations in Engagement.
Sally doesn't need admin access to the Perfect Dental dashboard. In Perfect Dental Settings, Sally's profile has been set to Regular.
You can see which locations users have access to by reviewing the Practices column in Settings > Users.
Remember: When making changes to a multi-location user profile, be sure you are editing the user in the selected location that they need access to update their permissions for that location.
Analytics
Important Security Update: Mandatory Password Change
As part of our ongoing commitment to security and user experience, we are implementing a new feature that requires users to enter a new password. Changing your password helps ensure your data is protected.
You'll notice that the next time you log in to Analytics, you will be prompted to change your password. It's important that every member of your team changes their password when prompted.
Enter the email address associated with your Analytics account to be sent a password reset email.
When you receive your password reset email, click on the green Reset Password button in the email to create your new password and update your Analytics account password.
NEW! Multi-Factor Authentication
Now you can enable multi-factor authentication for your Analytics account for added security. Multi-factor authentication will require you to enter an emailed code in order to access Analytics.
Click on the profile icon in the upper righthand corner of Analytics, then click My Profile
Click on Security
To enable multi-factor authentication, click on the toggle to turn it on (green).
With this setting enabled, you will be asked to authenticate your account via email every 90 days by entering the emailed code that is sent when you attempt to login to Analytics
Updated: Set Up Clinical Hours Directly from the Provider Pulse
We've updated the functionality that allows you to manage Clinical Hours directly from the Provider Pulse. Not only can you map providers here directly, but now you can set up schedules for different date ranges!
Click on a metric to review provider data. Then, click on the clock icon in a provider section to get started.
Adjust the date range if needed by clicking on the calendar button, then click Track Clinical Hours to create the provider schedule.
Now you can go ahead and schedule the provider's clinical hours or mark time off.
NEW! Scorecard Templates
Interested in Scorecards but don’t know where to start? Introducing pre-made Scorecards Templates! We've built our templates with specific areas of the business and typical timeframes in mind. From revenue cycle management to daily flash reports, there is likely to be a Scorecard to get you started!
To get you going, we've curated 9 unique Scorecards templates that capture common industry metrics we recommend reviewing on a regular basis to keep a pulse on the health of your practice.
Template Name | Type | Description |
AR Overview | Locations | Review net production, collections, and outstanding AR balances for the last 6 months by location |
Daily Flash Locations | Locations | Review production (scheduled and gross), collections, and adjustments, as well as case acceptance, hygiene re-appointment, and new patients for the last week by location |
Daily Flash Providers | Providers | Review production (scheduled, gross, and per hour), cases (seen, diagnosed, presented, accepted), fluoride percentage, and perio percentage for the last week by provider |
Finance Review | Locations | Review production, adjustments, collections, and outstanding AR balances for the last 3 quarters by location |
Insurance AR | Locations | Review outstanding AR related to insurance balances for the last 6 months by location |
Marketing Review | Locations | Review new/lost patients, net patient growth, re-appointment, case presentation/acceptance, and new patient missing referral source for the last 3 months by location |
Operations Performance | Locations | Review production (scheduled and gross), write-offs, collections, and adjustments, AR, as well as case acceptance, hygiene re-appointment, and new patients for the last 3 months by location |
Providers Performance | Providers | Review a variety of production metrics, net collections, case accepted and presented metrics, fluoride percentage, and perio percentage for the last 3 months by provider |
Scheduling Review | Locations | Review a variety of metrics related to appointments (scheduled, completed, canceled, etc), as well as production (gross and scheduled) year over year for the last 3 years by location |
Open each template to review data, then customize as needed and save it as your own Scorecard.
NEW! Share Scorecards with Specific Users
Refine your standard operating procedures for reviewing business performance even more as you can now share Scorecards with specific team members!
Do you want to have only providers look at a specific provider Scorecard each week or have your revenue cycle team look at an A/R aging Scorecard each month? Choose “Person” when you share a Scorecard and select only the individual(s) you want to share it with.
Additional Scorecards Metrics
For those interested in revenue cycle management, we have added new insurance claim metrics for Location Scorecards:
Overdue (30+), 0-30, 31-60, 61-90, 90+
Dollar amounts for each aging category
Count of claims in each aging category
Percent of all open claims in each aging category
See how locations stack up against each other
See trends over time for each location (Many dental applications cannot do this with AR aging but we can!)
See how well your team is collecting at time of service with new same-day Collections metrics:
Same-day collections for locations and providers
Same-day patient portion collection percentage